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iShares MBS ETF
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Overview Fund Activity

866 hedge funds and large institutions have $30.9B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 403 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.53%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.9%
New
113
Increased
403
Reduced
264
Closed
64
Calls
$14.5M
Puts
$4.52M
Net Calls
+$10M
Net Calls Change
+$138M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.32B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.63B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.75B
4
Bank of America
Bank of America
North Carolina
$7.11B
5
LPL Financial
LPL Financial
California
$1.84B

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
SWM
Scissortail Wealth Management
Oklahoma
$1.68M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$92.7M
4
SEI Investments
SEI Investments
Pennsylvania
$183M
5
MWA
Midland Wealth Advisors
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$14.3M -$13.2M – –
KAS
152
Kestra Advisory Services
Texas
$14.3M -$3.88M -40,479 -21%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$14.2M +$7.92M +82,613 +126%
OMC
154
Old Mission Capital
Illinois
$13.9M +$13.9M +144,775 New
FFA
155
Farther Finance Advisors
California
$13.8M +$1.72M +17,992 +14%
NCM
156
Northland Capital Management
Minnesota
$13.7M -$5.79M -60,453 -30%
SW
157
SteelPeak Wealth
California
$13.6M +$580K +6,058 +4%
KLI
158
Kelman-Lazarov Inc
Tennessee
$13.6M +$1.31M +13,622 +11%
TF
159
Trek Financial
Arizona
$13.5M +$1.91M +19,965 +17%
GRP
160
Global Retirement Partners
California
$13.4M -$1.34M -13,984 -9%
PI
161
Parkside Investments
Illinois
$13.3M -$6.62M -69,130 -33%
TWA
162
Tandem Wealth Advisors
Arizona
$13.3M +$243K +2,532 +2%
TIM
163
Tortoise Investment Management
New York
$13.2M -$7.72M -80,579 -37%
IWA
164
Icon Wealth Advisors
Texas
$13.1M +$175K +1,826 +1%
BCM
165
Boltwood Capital Management
California
$12.8M -$311K -3,245 -2%
SHIM
166
Stone House Investment Management
Pennsylvania
$12.6M +$605K +6,313 +5%
LG
167
Leuthold Group
Minnesota
$12.5M -$136K -1,419 -1%
Lazard Asset Management
168
Lazard Asset Management
New York
$12.3M -$11.8M – –
SIA
169
Spectrum Investment Advisors
Wisconsin
$12.3M +$227K +2,368 +2%
LA
170
Lifeworks Advisors
Michigan
$12.3M +$3.28M +34,215 +36%
I
171
INVST
Indiana
$12.1M -$369K -3,854 -3%
SWA
172
Stratos Wealth Advisors
Ohio
$12M +$3.44M +35,908 +40%
BAAM
173
Baker Avenue Asset Management
California
$12M +$12M +125,214 New
BBWP
174
Beacon Bridge Wealth Partners
Pennsylvania
$11.9M +$675K +7,046 +6%
VT
175
Vise Technologies
New York
$11.7M -$86.7K -905 -0.7%
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7
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